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IMRG 401(K) PLAN 401k Plan overview

Plan NameIMRG 401(K) PLAN
Plan identification number 001

IMRG 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTEGRATED MANAGEMENT RESOURCES GROUP has sponsored the creation of one or more 401k plans.

Company Name:INTEGRATED MANAGEMENT RESOURCES GROUP
Employer identification number (EIN):522035635
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMRG 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KETINA PRYOR
0012016-01-01MELANIE BILAL-DOUGLAS MELANIE BILAL-DOUGLAS2017-10-13
0012015-01-01MELANIE BILAL-DOUGLAS MELANIE BILAL-DOUGLAS2016-10-17
0012014-01-01MELANIE BILAL-DOUGLAS
0012013-01-01MELANIE BILAL-DOUGLAS MELANIE BILAL-DOUGLAS2014-10-15
0012012-01-01MELANIE BILAL-DOUGLAS
0012011-01-01MELANIE BILAL-DOUGLAS
0012009-01-01MELANIE BILAL DOUGLAS
0012009-01-01ELIZABETH HARRIS
0012009-01-01MELANIE BILAL DOUGLAS

Plan Statistics for IMRG 401(K) PLAN

401k plan membership statisitcs for IMRG 401(K) PLAN

Measure Date Value
2022: IMRG 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01498
Total number of active participants reported on line 7a of the Form 55002022-01-01314
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01362
Number of participants with account balances2022-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: IMRG 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01457
Total number of active participants reported on line 7a of the Form 55002021-01-01373
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01418
Number of participants with account balances2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IMRG 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01617
Total number of active participants reported on line 7a of the Form 55002020-01-01704
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01748
Number of participants with account balances2020-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IMRG 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,357
Total number of active participants reported on line 7a of the Form 55002019-01-011,546
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-011,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,605
Number of participants with account balances2019-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IMRG 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01741
Total number of active participants reported on line 7a of the Form 55002018-01-011,184
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-011,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,201
Number of participants with account balances2018-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IMRG 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01689
Total number of active participants reported on line 7a of the Form 55002017-01-011,017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-011,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,036
Number of participants with account balances2017-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: IMRG 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01627
Total number of active participants reported on line 7a of the Form 55002016-01-011,073
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,093
Number of participants with account balances2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: IMRG 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01517
Total number of active participants reported on line 7a of the Form 55002015-01-01503
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01520
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IMRG 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01321
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01340
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IMRG 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01229
Number of participants with account balances2013-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: IMRG 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01205
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01196
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IMRG 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01202
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: IMRG 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-0178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01155
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IMRG 401(K) PLAN

Measure Date Value
2022 : IMRG 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-529,887
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$419,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$418,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$94,957
Value of total assets at end of year2022-12-31$2,956,622
Value of total assets at beginning of year2022-12-31$3,905,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$885
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$11,354
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$313,111
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$80,666
Participant contributions at end of year2022-12-31$14,141
Participant contributions at beginning of year2022-12-31$4,852
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$672
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-949,174
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,956,622
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,905,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$885
Value of interest in pooled separate accounts at end of year2022-12-31$2,509,293
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,512,711
Interest on participant loans2022-12-31$272
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$433,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$387,561
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-636,198
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$418,402
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PENAN & SCOTT PC
Accountancy firm EIN2022-12-31521706780
2021 : IMRG 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$555,953
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$57,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$73,889
Value of total assets at end of year2021-12-31$3,905,796
Value of total assets at beginning of year2021-12-31$3,407,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$535
Total interest from all sources2021-12-31$11,231
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$313,111
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$73,889
Participant contributions at end of year2021-12-31$4,852
Participant contributions at beginning of year2021-12-31$304
Participant contributions at end of year2021-12-31$672
Participant contributions at beginning of year2021-12-31$17,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$498,419
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,905,796
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,407,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$535
Value of interest in pooled separate accounts at end of year2021-12-31$3,512,711
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,943,195
Interest on participant loans2021-12-31$74
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$387,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$446,763
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$32,199
Net investment gain/loss from pooled separate accounts2021-12-31$470,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,800
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PENAN & SCOTT PC
Accountancy firm EIN2021-12-31521706780
2020 : IMRG 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$665,704
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$468,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$452,953
Value of total corrective distributions2020-12-31$14,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$129,766
Value of total assets at end of year2020-12-31$3,407,377
Value of total assets at beginning of year2020-12-31$3,210,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,450
Total interest from all sources2020-12-31$11,995
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$339,026
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$123,140
Participant contributions at end of year2020-12-31$304
Participant contributions at beginning of year2020-12-31$2,791
Participant contributions at end of year2020-12-31$17,115
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,626
Other income not declared elsewhere2020-12-31$22,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$197,125
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,407,377
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,210,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,450
Value of interest in pooled separate accounts at end of year2020-12-31$2,943,195
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,741,874
Income. Interest from loans (other than to participants)2020-12-31$57
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$446,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$465,587
Net investment gain/loss from pooled separate accounts2020-12-31$501,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$452,953
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PENAN & SCOTT PC
Accountancy firm EIN2020-12-31521706780
2019 : IMRG 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$804,927
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$376,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$374,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$171,783
Value of total assets at end of year2019-12-31$3,210,252
Value of total assets at beginning of year2019-12-31$2,781,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,300
Total interest from all sources2019-12-31$20,124
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$313,111
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$171,783
Participant contributions at end of year2019-12-31$2,791
Participant contributions at beginning of year2019-12-31$10,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$428,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,210,252
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,781,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,741,874
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,343,246
Income. Interest from loans (other than to participants)2019-12-31$468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$465,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$428,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$613,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$374,338
Contract administrator fees2019-12-31$2,300
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PENAN & SCOTT PC
Accountancy firm EIN2019-12-31521706780
2018 : IMRG 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$26,226
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$101,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$77,535
Value of total corrective distributions2018-12-31$21,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$205,190
Value of total assets at end of year2018-12-31$2,781,963
Value of total assets at beginning of year2018-12-31$2,856,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,740
Total interest from all sources2018-12-31$813
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$385,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$10,364
Participant contributions at beginning of year2018-12-31$17,837
Other income not declared elsewhere2018-12-31$3,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-74,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,781,963
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,856,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,343,246
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,393,239
Income. Interest from loans (other than to participants)2018-12-31$813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$428,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$445,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-183,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$205,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$77,535
Contract administrator fees2018-12-31$1,740
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PENAN & SCOTT PC
Accountancy firm EIN2018-12-31521706780
2017 : IMRG 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$639,772
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$662,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$649,347
Value of total corrective distributions2017-12-31$11,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$204,326
Value of total assets at end of year2017-12-31$2,856,812
Value of total assets at beginning of year2017-12-31$2,879,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,381
Total interest from all sources2017-12-31$8,658
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,381
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$385,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$204,326
Participant contributions at end of year2017-12-31$17,837
Participant contributions at beginning of year2017-12-31$20,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-22,248
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,856,812
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,879,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,393,239
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,367,197
Interest on participant loans2017-12-31$387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$445,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$491,337
Net investment gain/loss from pooled separate accounts2017-12-31$426,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$649,347
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PENAN & SCOTT, CPA
Accountancy firm EIN2017-12-31521706780
2016 : IMRG 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$533,318
Total of all expenses incurred2016-12-31$380,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$376,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$261,508
Value of total assets at end of year2016-12-31$2,879,060
Value of total assets at beginning of year2016-12-31$2,726,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,837
Total interest from all sources2016-12-31$730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$261,508
Participant contributions at end of year2016-12-31$20,526
Participant contributions at beginning of year2016-12-31$13,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$152,970
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,879,060
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,726,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,837
Value of interest in pooled separate accounts at end of year2016-12-31$2,367,197
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,241,370
Interest on participant loans2016-12-31$730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$491,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$471,720
Net investment gain/loss from pooled separate accounts2016-12-31$271,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$376,511
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PENAN & SCOTT, CPA
Accountancy firm EIN2016-12-31521706780
2015 : IMRG 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$461,840
Total of all expenses incurred2015-12-31$200,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$500,303
Value of total assets at end of year2015-12-31$2,726,090
Value of total assets at beginning of year2015-12-31$2,464,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$885
Total interest from all sources2015-12-31$13,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$231,752
Participant contributions at end of year2015-12-31$13,000
Participant contributions at beginning of year2015-12-31$20,405
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$268,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$261,374
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,726,090
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,464,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,241,370
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,023,399
Interest on participant loans2015-12-31$831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$13,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$471,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$420,912
Net investment gain/loss from pooled separate accounts2015-12-31$-52,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,581
Contract administrator fees2015-12-31$885
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PENAN & SCOTT, CPA
Accountancy firm EIN2015-12-31521706780
2014 : IMRG 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$297,148
Total of all expenses incurred2014-12-31$231,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$230,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$150,042
Value of total assets at end of year2014-12-31$2,464,716
Value of total assets at beginning of year2014-12-31$2,399,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,185
Total interest from all sources2014-12-31$13,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$150,042
Participant contributions at end of year2014-12-31$20,405
Participant contributions at beginning of year2014-12-31$46,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$65,487
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,464,716
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,399,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,023,399
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,968,095
Interest on participant loans2014-12-31$1,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$420,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$384,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$133,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$230,476
Contract administrator fees2014-12-31$1,185
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PENAN & SCOTT, CPA
Accountancy firm EIN2014-12-31521706780
2013 : IMRG 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$612,022
Total of all expenses incurred2013-12-31$192,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$191,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$164,242
Value of total assets at end of year2013-12-31$2,399,229
Value of total assets at beginning of year2013-12-31$1,979,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,290
Total interest from all sources2013-12-31$11,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,290
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$164,242
Participant contributions at end of year2013-12-31$46,396
Participant contributions at beginning of year2013-12-31$65,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$419,684
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,399,229
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,979,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$1,968,095
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,664,473
Interest on participant loans2013-12-31$3,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$384,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$249,946
Net investment gain/loss from pooled separate accounts2013-12-31$436,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$191,048
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PENAN & SCOTT, CPA
Accountancy firm EIN2013-12-31521706780
2012 : IMRG 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$400,370
Total of all expenses incurred2012-12-31$27,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$174,883
Value of total assets at end of year2012-12-31$1,979,545
Value of total assets at beginning of year2012-12-31$1,606,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$635
Total interest from all sources2012-12-31$9,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$635
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$174,883
Participant contributions at end of year2012-12-31$65,126
Participant contributions at beginning of year2012-12-31$80,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$372,626
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,979,545
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,606,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,356,276
Value of interest in pooled separate accounts at end of year2012-12-31$1,664,473
Interest on participant loans2012-12-31$3,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$249,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$169,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$216,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,109
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PENAN & SCOTT, CPA
Accountancy firm EIN2012-12-31521706780
2011 : IMRG 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$120,776
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$36,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$180,390
Value of total assets at end of year2011-12-31$1,606,919
Value of total assets at beginning of year2011-12-31$1,522,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$420
Total interest from all sources2011-12-31$9,601
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$420
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$180,390
Participant contributions at end of year2011-12-31$80,815
Participant contributions at beginning of year2011-12-31$83,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$84,623
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,606,919
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,522,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,356,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,296,632
Interest on participant loans2011-12-31$5,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$169,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$142,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-69,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,733
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PENAN & SCOTT, CPA
Accountancy firm EIN2011-12-31521706780
2010 : IMRG 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-79,123
Total unrealized appreciation/depreciation of assets2010-12-31$-79,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$144,861
Total income from all sources (including contributions)2010-12-31$85,125
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$19,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$164,248
Value of total assets at end of year2010-12-31$743,677
Value of total assets at beginning of year2010-12-31$803,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$179,004
Participant contributions at end of year2010-12-31$83,344
Participant contributions at beginning of year2010-12-31$8,815
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,387
Administrative expenses (other) incurred2010-12-31$6,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$65,738
Value of net assets at end of year (total assets less liabilities)2010-12-31$724,290
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$658,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,296,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$962,001
Interest on participant loans2010-12-31$3,769
Interest earned on other investments2010-12-31$15
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$142,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$165,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$163,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$724,290
Assets. Invements in employer securities at beginning of year2010-12-31$803,413
Contributions received in cash from employer2010-12-31$144,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,387
Liabilities. Value of benefit claims payable at end of year2010-12-31$19,387
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$144,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARONSON LLC
Accountancy firm EIN2010-12-31371611326

Form 5500 Responses for IMRG 401(K) PLAN

2022: IMRG 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IMRG 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IMRG 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IMRG 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IMRG 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IMRG 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IMRG 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IMRG 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IMRG 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IMRG 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IMRG 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IMRG 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IMRG 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered53
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,007
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,007
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered53
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,132
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,132
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered55
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,367
Total amount of fees paid to insurance companyUSD $1,511
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,367
Insurance broker organization code?3
Amount paid for insurance broker fees1511
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered64
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,677
Total amount of fees paid to insurance companyUSD $1,520
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,677
Insurance broker organization code?3
Amount paid for insurance broker fees1161
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered79
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,368
Total amount of fees paid to insurance companyUSD $1,463
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1463
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,368
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered82
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,343
Total amount of fees paid to insurance companyUSD $1,473
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,343
Insurance broker organization code?3
Amount paid for insurance broker fees1473
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameASCENSUS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered82
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,237
Total amount of fees paid to insurance companyUSD $1,285
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,237
Insurance broker organization code?3
Amount paid for insurance broker fees1285
Insurance broker nameNATIONAL RETIREMENT SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered65
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,068
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTMENTS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered71
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,228
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,228
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTMENTS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered75
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,317
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,731
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTEMENTS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number878606
Policy instance 1
Insurance contract or identification number878606
Number of Individuals Covered76
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,772
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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